See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,823 | $84,233-57.5% | $170,442-79.0% | $70,131-48.9% |
| Participation rate | 65.2% | 70.8%-5.6pp | 83.6%-18.4pp | 69.5%-4.3pp |
| Annual return | 14.75% | 23.06%-8.3pp | 205.93%-191.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $859 | $3,387-74.6% | $5,433-84.2% | $2,342-63.3% |
| Participant deferral / active EE | $2,170 | $3,086-29.7% | $4,939-56.1% | $3,332-34.9% |
| Admin fee / account holder | $1,374 | $5,698-75.9% | $13,880-90.1% | $4,645-70.4% |